SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Boston Communications Group

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Andrew who wrote (2)3/7/1997 10:04:00 AM
From: Crash   of 136
 
Andrew,
Yeah I think this stock is going to kick some butt this year if BCG can pull off their nation-wide network deployment of hardware to support their service. I agree alot of companies are now jumping into the prepaid wireless arena. There are many attributes which set this stock apart from it's competitors. The first is their willingness to put in a nationwide network of systems with very little upfront cost to the carrier. The company uses a revenue sharing business model which means steady recurring revenue with decreasing cost associated with providing the service. The second is the integration of the product with the companies core competency, credit card processing for unregistered roamers. Only one other competitor can match this claim and they(American Roaming Network) have been very late to market with their offering. BCG has been able to grab almost all the business of the wireless Baby Bells due to their first to market offering. The third is the companies ability to offer a prepaid wireless service that allows for roaming of users to other markets without the need to dial long obtrusive digit strings or special access codes. All the carriers that I have spoken to desire services that do not require any burden to the customer. They also don't want to segregate their customers and make them feel as if they are not the normal wireless user. I think the price now is extremely excellent even though it may take a couple of quarters before the service is up and running with large amounts of recurring revenue. When this occurs, I'm willing to bet this stock will surpass it's previous record highs.

Later,
Crash
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext